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EncartaLabs

Financial Sales and Planning

( Duration: 4 Days )

The Financial Sales and Planning training course will provide the skills and knowledge required to develop, implement and review a sales and promotional strategy for a financial services organisation. This course has application to a variety of financial services sectors.

COURSE AGENDA

1

Implement promotional strategy

2

Promotional package

3

Legislation and regulations

4

Codes of practice

5

Prepare distribution channels

6

Distribution channels

7

Monitor and review sales plan implementation

8

Performance criteria

9

Feedback on implementation of sales plan

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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